See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,566 | $99,341-89.4% | $84,750-87.5% | $273,961-96.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 57.87% | 22.93%+34.9pp | 22.78%+35.1pp | 41.45%+16.4pp |
| Employer contribution / active EE | $5,013 | $4,214+19.0% | $3,574+40.2% | $4,869+3.0% |
| Participant deferral / active EE | $4,658 | $4,269+9.1% | $3,712+25.5% | $5,287-11.9% |
| Admin fee / account holder | $52 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |